Ascent Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.7M | Sell |
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|
2025
Q2 | $80.7M | Sell |
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|
2025
Q1 | $74.8M | Buy |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $8.22M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $557K | Buy |
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